Good morning, everyone! Here's some due diligence on CDZI (Cadiz Inc.). Hope you enjoy it! Communicated disclaimer, nfa.

Latest News:

• CEO Susan Kennedy's Vision:
  • CEO Susan Kennedy (who I really like) recently emphasized Cadiz Inc.'s evolution and strategic approach to water management. Her leadership focuses on innovation and sustainability, which is vital in today's environment.

Key Reasons to Consider Cadiz Inc. (NASDAQ: CDZI):

1. Innovative Water Solutions:
   • With over 45,000 acres in the Mojave Desert and a focus on utilizing their land, water, and infrastructure assets, Cadiz Inc. is positioned to capitalize on the rising demand for clean water.
2. Strong Track Record & Expertise:
   • Cadiz Inc. has four decades of sustainable resource management experience, understanding the intricacies of water scarcity and agriculture in arid environments.
3. Strategic Partnerships:
   • Collaborations with governments, utilities, environmental groups, and local communities give them an edge in accessing resources and markets.
4. Diversified Revenue Streams:
   • Operating across supply, storage, conveyance, treatment, and expertise reduces sector-specific risks.
5. Positive Impact Investing:
   • Focusing on social and environmental benefits alongside financial returns aligns Cadiz Inc. with impact investing principles.

Key Financial Highlights:

• New Water Supply:
  • Largest Private Landowner: 45,000 acres in the Mojave Desert with water rights.
  • Aquifer Capacity: Over 30 million acre-feet, double the capacity of Lake Mead.
  • Withdrawal Permits: Permission to withdraw 2.5 million acre-feet over 50 years.
• Groundwater Storage Capacity:
  • 1 million acre-feet of storage capacity.
• Pipeline Infrastructure:
  • 220 miles of existing pipeline intersecting major Northern California water systems.
  • Right-of-Way to build a 43-mile pipeline to the Colorado River Aqueduct.
• Water Filtration Technology:
  • Acquired ATEC Water Systems in Fall 2022.
  • 450 systems installed to date.
• Projected Cash Flows:
  • Water Projects: $50M annual cash flow from infrastructure leases.
  • Storage Rights: $500M in additional projected cash flows from water storage rights.
  • ATEC Sales: Cash flows from ATEC filtration sales.
  • Joint Ventures: Revenue from Piute/Danby watersheds with the Torres Martinez Tribe.

Interesting Info:

• Repurposing Pipelines:
  • Cadiz Inc. repurposes idle fossil-fuel pipelines for water transportation to rural and underserved communities.
• Reduced Evaporation:
  • Innovative strategies capture water before it evaporates in desert climates, ensuring a reliable supply.
• 76M Americans:
  • The number of Americans potentially impacted by climate change and water scarcity.

Reasons to Consider Cadiz Inc.:

1. Strong Competitive Edge:
   • Diversified revenue streams across the water solutions market offer resilience and growth opportunities.
2. Holistic Strategy:
   • Collaborating with stakeholders across sectors provides Cadiz Inc. access to broader networks and expertise.
3. Environmental Stewardship:
   • Projects protect wildlife habitats, deliver clean water to underserved communities, and promote sustainable agriculture.
4. Positive Societal Change:
   • Projects align with impact investing principles, offering a blend of social, environmental, and financial returns.

In Conclusion:
With this info and the technical analysis I've shared the past few days, CDZI should definitely be on your watchlist!

Sources - 1, 2, 3